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Tax Guide to Financial Planning#4906

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Credit
Amount
CPA
2
CFP®
2
EA / OTRP
2
Course Author: Danny Santucci Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law

Course Description

Course publication/revision date: This course was updated on 4/29/2015 (covers 2015 tax year).

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

Course Information